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Senior Tax Specialist

Senior Tax Specialist

H&R BlockEastvale, CA, United States
8 hours ago
Job type
  • Full-time
Job description

Our Company :

At H&R Block, we are passionate about empowering individuals through expert guidance and support. Our commitment is clear : to inspire confidence in our clients, associates, and communities everywhere. We are dedicated to fostering a high-performing and inclusive culture where everyone feels valued.

We are on a journey of continuous improvement, guided by our long-term strategy called Block Next, which aims to innovate, enhance client experiences, and achieve sustainable growth.

If you thrive on challenges and are eager to make a significant impact in your community, we invite you to explore a rewarding opportunity with us.

A Typical Day :

As a Senior Tax Specialist, you will play a crucial role in building lasting relationships with clients, empowering them to make confident, informed decisions about their finances. You will work alongside a dedicated team to meet a diverse range of tax needs.

Your Responsibilities Include :

  • Conducting thorough tax interviews with clients both in-person and through various virtual tools like video, phone, and chat.
  • Preparing complete and accurate tax returns.
  • Driving business growth and enhancing client retention by introducing additional products and services.
  • Providing clients with comprehensive IRS support.
  • Offering tax notice services regardless of certification level.
  • Providing audit representation if you hold Circular 230 designations.
  • Mentoring and supporting fellow team members.
  • Completing the H&R Block Tax Knowledge Assessment successfully.
  • Bringing previous experience in accounting, finance, bookkeeping, or tax.
  • Handling individual tax returns proficiently.
  • Thriving in a fast-paced work environment.
  • Effectively using virtual communication tools.
  • Communicating clearly and effectively in person, over the phone, and in writing.
  • Meeting IRS and applicable state requirements.
  • Holding a high school diploma or equivalent.

It would be even better if you have :

  • A Bachelor's degree in accounting or a related field.
  • CPA or Enrolled Agent certification.
  • Experience in preparing complex returns, including individual, trust, and partnership returns.
  • 5+ years of experience in accounting, finance, bookkeeping, or tax.
  • Experience in conducting virtual tax interviews.
  • Knowledge of tax planning and audit support.
  • Sales and / or marketing experience.
  • Why Work With Us :

    At H&R Block, we believe in investing in our people. Our comprehensive benefits program supports your health, wellbeing, and financial wellness needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing Program , BetterYou, to encourage healthy habits.
  • Support for Neurodiversity and caregivers for you and your family.
  • Access to various discounts on everyday purchases and services.
  • Eligibility for additional benefits : Medical coverage, 401k retirement savings plan, and Employee Stock Purchase Plan.
  • The Community You Will Join :

    We are committed to creating a Connected Culture defined by trust, care, and collaboration. At H&R Block, you will find a supportive environment where everyone can bring their authentic selves to work.

    Join a recognized workplace that values growth and support among colleagues. If you want to make a meaningful impact, H&R Block is the right place for you.

    Note : Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.

    Pay Range Information : The pay range for this position is $11.00 - $80.00 / Hr. Factors influencing pay decisions include experience, education, skills, and performance. Successful candidates may also participate in incentive plans that could increase earnings.

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    Senior Tax • Eastvale, CA, United States

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